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arXiv · 2607.04282

The New Shape of Search: How Conversational AI Recomposes Information Seeking

Michael Iannelli·Alan Ai
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Abstract

The familiar search journey begins with a query and moves outward into documents, and conversational AI is commonly imagined at its mouth: ask first, then click out. Linking captured prompts and responses to the same panelists' observed searches and pageviews, and reconstructing inactivity-defined cross-surface temporal sessions (standalone assistant surfaces; search-embedded AI such as AI Overviews and AI Mode is out of scope, since it co-occurs with the results page), we find the observed journeys more often run the other way. Content usually follows search but more often precedes assistant use. Within the same panelist, the paired difference-of-directions between the two anchors is +20.6 [19.9, 21.3] percentage points; it persists within every coarse destination-domain stratum we can observe (semantic task and task-stage matching remain unresolved), and every headline result replicates in a second, adjacent month. Search tends to anchor the front of the observed journey; assistants sit deeper inside it. Assistant sessions are also far more often self-contained. User-weighted, 34.1% [33.5, 34.7] of assistant-containing sessions show no observed external web step (AI-first 10.5% [10.2, 10.9], AI-last 18.3% [17.8, 18.7], bridge/interleaved 37.1% [36.5, 37.7]), against 19.5% [19.2, 19.8] contained for search-centered sessions of the same users, a within-user contrast of +13.0 [12.5, 13.6] percentage points. We call this difference recomposition: activity is distributed differently across dialogue, search, and browsing, without implying that assistant use caused the difference. Assistant-contained also does not mean resolved: timestamps alone cannot establish one task, satisfaction, or completion. The result is a cross-surface topology of the emerging search journey and a discipline for distinguishing observed containment from inferred resolution.

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Michael Iannelli, Alan Ai. 2026-07-05. The New Shape of Search: How Conversational AI Recomposes Information Seeking. https://arxiv.org/abs/2607.04282

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